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Legend Financial Advisors’s Suncor Energy SU Stock Holding History

Legend Financial Advisors’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$3.69K – 294
2024
Q1 		$3.69K Hold
100
– – ﹤0.01% 166
2023
Q4 		$3.2K Hold
100
– – ﹤0.01% 165
2023
Q3 		$3.44K Hold
100
– – ﹤0.01% 172
2023
Q2 		$2.93K Hold
100
– – ﹤0.01% 193
2023
Q1 		$3.1K Sell
100
-140
-58% -$4.55K ﹤0.01% 200
2022
Q4 		$7.62K Sell
240
-99
-29% -$3.25K 0.01% 182
2022
Q3 		$9.54K Buy
+339
New +$10.7K 0.01% 152

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Legend Financial Advisors's SU Position: Q2 2024 in Review

Legend Financial Advisors sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 100 shares — an estimated $3.69K sold.

Legend Financial Advisors first reported a position in SU in Q3 2022 and held it in 7 quarters. The position peaked at $9.54K in Q3 2022. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Legend Financial Advisors reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 100 Suncor Energy shares in Q2 2024, an estimated $3.69K.
  • Legend Financial Advisors first reported a position in Suncor Energy in Q3 2022 and held it in 7 quarters.
  • Legend Financial Advisors's Suncor Energy position peaked at $9.54K in Q3 2022.
  • 634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Legend Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.